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HASGX: HARBOR SMALL CAP GROWTH FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 14.27 0.05(0.35%) July 10
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 06/11/2001 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 3.63% |
| Expenses | 0.88% |
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Performance Analytics (As of 07/08/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/11/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.1 | 2.1 | 9.0 | 9.9 | 0.8 | 4.8 | 9.1 | 7.3 | 7.3 | 5.6 | 22.2 | -29.0 | -15.2 | 29.1 | 42.4 | -11.4 | 24.7 | 6.2 | -1.5 | 8.6 | 44.8 | 14.5 | -7.8 | 31.7 | 40.1 | -40.5 | 13.8 | 10.9 | 5.6 | 11.2 | 44.4 | -20.1 | -0.6 |
| Sharpe Ratio | NA | 0.04 | 0.22 | 0.3 | -0.04 | 0.14 | NA | NA | 0.26 | -0.05 | 1.01 | -0.92 | -0.45 | 0.76 | 2.52 | -0.65 | 2.24 | 0.31 | -0.08 | 0.51 | 3.14 | 0.84 | -0.25 | 1.35 | 1.31 | -1.01 | 0.61 | 0.44 | 0.24 | 0.65 | 2.46 | -0.91 | -0.16 |
| Draw Down(%) | NA | 25.6 | 28.5 | 28.5 | 49.0 | 49.0 | NA | NA | 54.4 | 12.5 | 17.1 | 30.9 | 30.8 | 38.5 | 7.3 | 29.4 | 5.8 | 19.8 | 18.1 | 12.3 | 6.5 | 14.3 | 32.0 | 17.4 | 24.8 | 52.8 | 10.0 | 18.3 | 10.4 | 17.2 | 11.0 | 32.2 | 21.4 |
| Standard Deviation(%) | NA | 29.7 | 25.3 | 22.6 | 26.6 | 24.7 | NA | NA | 23.5 | 18.2 | 18.0 | 33.1 | 33.9 | 37.8 | 16.3 | 19.7 | 10.8 | 19.2 | 17.9 | 16.7 | 14.3 | 17.3 | 31.4 | 23.3 | 30.4 | 41.0 | 17.6 | 17.4 | 14.6 | 15.6 | 17.7 | 23.2 | 19.0 |
| Treynor Ratio | NA | 0.01 | 0.06 | 0.07 | -0.01 | 0.03 | NA | NA | 0.06 | -0.01 | 0.21 | -0.31 | -0.15 | 0.3 | 0.41 | -0.13 | 0.24 | 0.06 | -0.01 | 0.08 | 0.47 | 0.15 | -0.08 | 0.34 | 0.44 | -0.44 | 0.12 | 0.08 | 0.04 | 0.13 | 0.5 | -0.24 | -0.04 |
| Alpha | NA | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | NA | NA | 0.0 | -0.03 | 0.01 | -0.01 | -0.07 | -0.01 | 0.03 | -0.02 | 0.01 | -0.02 | 0.01 | 0.02 | 0.03 | -0.01 | -0.03 | 0.01 | 0.01 | -0.02 | 0.02 | 0.0 | -0.01 | -0.01 | 0.02 | -0.03 | -0.01 |
| Beta | NA | 1.0 | 0.99 | 0.94 | 0.96 | 0.98 | NA | NA | 0.95 | 0.92 | 0.88 | 0.98 | 1.02 | 0.96 | 1.0 | 1.0 | 1.0 | 1.06 | 1.08 | 1.02 | 0.95 | 0.98 | 0.96 | 0.94 | 0.9 | 0.93 | 0.93 | 1.0 | 0.94 | 0.81 | 0.87 | 0.88 | 0.78 |
| RSquared | NA | 0.95 | 0.95 | 0.93 | 0.78 | 0.86 | NA | NA | 0.9 | 0.88 | 0.91 | 0.94 | 0.46 | 0.94 | 0.95 | 0.95 | 0.9 | 0.94 | 0.93 | 0.92 | 0.92 | 0.94 | 0.98 | 0.93 | 0.95 | 0.97 | 0.93 | 0.95 | 0.92 | 0.91 | 0.9 | 0.89 | 0.83 |
| Yield(%) | N/A | 0.0 | 3.6 | 1.5 | 0.7 | 4.5 | 8.6 | 6.6 | N/A | 3.8 | 0.0 | 0.0 | 0.0 | 0.0 | 4.8 | 19.1 | 11.4 | 0.5 | 11.5 | 15.7 | 17.5 | 5.4 | 7.5 | 4.1 | 0.0 | 1.9 | 15.2 | 9.6 | 8.3 | 6.6 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 12230.0 | 3.6 | -92.2 | -37.2 | N/A | N/A | N/A | 12230.0 | N/A | N/A | N/A | -100.0 | -82.6 | 89.9 | 2326.7 | -96.2 | -31.8 | 9.1 | 256.7 | -39.2 | 131.4 | N/A | -100.0 | -87.7 | 58.1 | 16.0 | 28.6 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/11/2001
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